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VSMAX vs YOVIX
VSMAX vs YOVIX Comparison
Open Charts VSMAX vs YOVIX
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Yorktown Small-Cap Institutional
Price$16.25
Change-$0.30 (-1.81%)
VolumeN/A
Net Assets28.5M
VSMAX vs YOVIX Comparison Chart
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VSMAX vs. YOVIX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VSMAX is a Buy and YOVIX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. YOVIX (28.5M). VSMAX pays higher dividends than YOVIX: VSMAX (1.48) vs YOVIX (0.00). VSMAX was incepted earlier than YOVIX: VSMAX (25 years) vs YOVIX (9 years). YOVIX (1.82) is less costly to investors than VSMAX (0.05). YOVIX is a more actively managed with annual turnover of: 104.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than YOVIX: VSMAX (3000) vs YOVIX (1000000). YOVIX (5.45) and VSMAX (5.22) have marching annual gain over last year. VSMAX return over 5 years is better than : 63.38 vs. YOVIX (48.71).
| VSMAX | YOVIX | VSMAX / YOVIX | |
| Total Expense Ratio | 0.05 | 1.44 | 3% |
| Annual Report Gross Expense Ratio | 0.05 | 1.82 | 3% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -4.364 | 2.394 | -182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 28.5M | 519,298% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | 5.22 | 5.45 | 96% |
| Returns for 3 years | 31.37 | 19.06 | 165% |
| Returns for 5 years | 63.38 | 48.71 | 130% |
| Returns for 10 years | 93.38 | N/A | - |
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